SUN FINANCIAL, INC.
Legal name: PRESIDIO WEALTH MANAGEMENT
CRD #333404 SEC #801-131464 MIDVALE, UT 801-290-3201
SEC Registered
Total AUM
$175.5M
Discretionary
$175.5M
Employees
5
Clients
11
Accounts
844
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $175.5M | $175.5M | $0 | 5 | 26 |
| Mar 2025 | $175.5M | $175.5M | $0 | 5 | 26 |
| Dec 2024 | $0 | $0 | $0 | 5 | 0 |
| Oct 2024 | $0 | $0 | $0 | 4 | 0 |
| Oct 2024 | $0 | $0 | $0 | 4 | 0 |
| Oct 2024 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2025
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees5
Clients26
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0